2023 High Conviction: Naver Corp - "The Genius Turtle"
Naver Corp is our 2023 high conviction play. In this report, we provide a deep-dive analysis of Naver Corp and why we believe this stock has an...
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Coupang: Market Share Loss Likely Due to Launch of Naver's 24 Hours Next Day Delivery Service
Coupang's valuations are not attractive at current levels and the heightened competition in the 24 hour delivery service market from Naver/CJ...
511 Views
Blibli IPO: Trading Debut
The shares will start trading on 8 November. Despite peer multiple derating, the IPO price remains unattractive compared to global and Asian...
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ECM Weekly (6th Nov 2022) - Giant Biogene, Blibli, Betagro, Bionote, Fusion, Medanta, Bikaji, Axis
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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